Geneos Wealth Management Inc. Franklin Dynamic Municipal Bon Transaction History
Geneos Wealth Management Inc.
- $2.6 Billion
- Q3 2024
A detailed history of Geneos Wealth Management Inc. transactions in Franklin Dynamic Municipal Bon stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 4,483 shares of FLMI stock, worth $110,595. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,483
Previous 4,483
-0.0%
Holding current value
$110,595
Previous $109,000
2.75%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding FLMI
# of Institutions
79Shares Held
6.57MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.06MShares$26.2 Million0.01% of portfolio
-
Central Bank & Trust CO868KShares$21.4 Million3.07% of portfolio
-
Franklin Resources Inc San Mateo, CA419KShares$10.3 Million0.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN399KShares$9.85 Million0.0% of portfolio
-
Kestra Private Wealth Services, LLC254KShares$6.27 Million0.12% of portfolio